BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$780K 0.13%
+16,708
127
$764K 0.13%
6,631
+21
128
$762K 0.12%
14,772
-725
129
$737K 0.12%
8,522
+2,947
130
$726K 0.12%
125,280
+31,560
131
$724K 0.12%
3,946
+505
132
$722K 0.12%
11,151
-11,708
133
$717K 0.12%
7,465
+968
134
$696K 0.11%
17,795
-168
135
$695K 0.11%
4,479
+825
136
$686K 0.11%
8,049
+4,522
137
$680K 0.11%
+14,067
138
$663K 0.11%
8,614
-352
139
$623K 0.1%
55,137
-3,977
140
$622K 0.1%
5,925
141
$620K 0.1%
13,897
+1,355
142
$604K 0.1%
10,710
+1,370
143
$574K 0.09%
67,473
+580
144
$546K 0.09%
10,585
-833
145
$535K 0.09%
4,396
+1,164
146
$529K 0.09%
66,868
+11,659
147
$484K 0.08%
8,368
-18
148
$480K 0.08%
2,406
+756
149
$468K 0.08%
18,952
+698
150
$461K 0.08%
13,025
-85
4 5
6
7 8